Pension and Financial Advisors (m/f/d) – Career Changers Welcome – General Agency Glarus-Rheintal

Publication date:08 May 2025
Workload:100%
Place of work:Buchs

Job summary

Join Swiss Life and help clients shape their financial futures. Enjoy a flexible, rewarding work environment with growth opportunities.

Tasks

Maintain and nurture existing client relationships effectively.
Acquire new clients through systematic market engagement.
Conduct comprehensive financial and retirement consultations.

Skills

Completed vocational training and strong sales skills required.
Entrepreneurial thinking and resilience in challenging situations.
High commitment with a goal-oriented approach to work.

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About the job

Your Area of Responsibility

Support and maintenance of existing relationships with customers
Acquisition of new customers through systematic market development
Conducting comprehensive pension and financial consultations
Development and sale of individual, tailor-made solutions in the areas of pension and asset accumulation
Representation of our company in the sales area
Mediation of business to our cooperation partners

Your Strengths

Completed vocational training
Strong sales and consulting flair
High commitment, goal- and performance-oriented working style
Entrepreneurial thinking, resilient and sociable

Attractive, performance-based compensation
Monthly expense allowance
Between 25 and 27 vacation days
Recognition of service anniversaries every five years
Flexible working hours
Time-out models
Flexible working models 58+
Internal training and further education in the field
External training and further education
Electronic learning platform

About Swiss Life

With our individual pension and financial advice, we accompany people in all stages of life in preparing for their financial future and support them in shaping their lives financially independently.